← Tributary

FIDUCIARY FIRST

MAITLAND, FL · CRD 150330 · IAPD ↗ · 407.740.6111

$2.46BRegulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2026 — FIDUCIARY FIRST reported RAUM down 52% ($5.18B -> $2.46B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2026 — FIDUCIARY FIRST grew from 2 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2025 — FIDUCIARY FIRST reported RAUM up 57% ($3.31B -> $5.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
20
April 2024 — FIDUCIARY FIRST changed its website from theparticipanteffect.com to fiduciaryfirst.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.